ORIX Corporation (IX) Q4 2025 Earnings Call Transcript — Neutral

IX   Seeking Alpha — May 16, 2025

ORIX Corporation (NYSE:IX ) Q4 2025 Results Conference Call May 12, 2025 3:30 AM ET Company Participants Sachiko Nakane - Investor Relations and Sustainability Department Hidetake Takahashi - President and CEO Makoto Inoue - Chairman Kazuki Yamamoto - Operating Officer, Corporate Planning and Investor Relations Conference Call Participants Kazuki Watanabe - Daiwa Securities Masao Muraki - SMBC Nikko Securities Koki Sato - JPMorgan Naruhiko Sakamaki - Mizuho Securities Wataru Otsuka - SBI Securities Natsumu Tsujino - BofA Securities Futoshi Sasaki - Nomura Securities Sachiko Nakane Thank you for joining ORIX Corporation for Annual Results for the course of the fiscal …

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Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP (NYSE:SBS ) Q1 2025 Results Conference Call May 13, 2025 7:00 AM ET Company Participants Daniel Szlak - Chief Financial Officer and Investor Relations Officer Carlos Piani - Chief Executive Officer Conference Call Participants Guilherme Lima - Santander Joao Pimentel - Citibank Maria Carolina - Safra Bruno Amorim - Goldman Sachs Luiza Candiota - Itau Francisco Navarrete - Banco Antonio Junqueira - BTG Pactual Andre Sampaio - Banco Santander Operator Good morning, and welcome to SABESP First Quarter of 2025 Earnings Presentation. With us here today are Carlos Piani, …

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AZUL's Q1 Earnings and Revenues Fall Short of Expectations — Neutral

AZUL   Zacks Investment Research — May 16, 2025

AZUl's first-quarter 2025 revenues benefit from a healthy demand environment, robust ancillary revenues and the outstanding performance of its business units.

image for news AZUL's Q1 Earnings and Revenues Fall Short of Expectations

Curbline: Rapidly Growing Into Its Valuation — Positive

CURB   Seeking Alpha — May 16, 2025

CURB is a high-end shopping center REIT with strong properties in growth markets, minimal big box exposure, and robust leasing performance. The company boasts rapid AFFO/share growth potential due to a large cash position, enabling highly accretive acquisitions at favorable cap rates. The valuation appears slightly undervalued, with a fair value estimated around $25, offering about a 10% upside from current levels.

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Meta's 5 Key Pillars for AI Growth—Zuckerberg's Bold Vision — Positive

META   MarketBeat — May 16, 2025

Mark Zuckerberg laid out the “five major opportunities” the company is pursuing through its AI investments. Analysts at Citigroup NYSE: C called this out as a significant positive.

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Pfizer's Turnaround Story Is Stronger Than You Think — Positive

PFE   Seeking Alpha — May 16, 2025

On April 29, 2025, Pfizer beat consensus EPS estimates for the twelfth consecutive quarter by a wide margin, creating a divergence with its stock price, which continues to move sideways. I was pleasantly surprised by the strong performance of Pfizer's oncology and cardiovascular franchises, as well as the positive effects of its cost-cutting program. So, the Vyndaqel family's sales amounted to about $1.49 billion, increasing by 30.7% year-on-year, despite competition from BridgeBio's Attruby and Alnylam Pharmaceuticals' Amvuttra.

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Equitable Holdings Q1 Earnings Miss Estimates, Stock Up 3.5% — Negative

EQH   Zacks Investment Research — May 16, 2025

EQH returns $74 million as cash dividends and $261 million as share repurchases in the first quarter of 2025.

image for news Equitable Holdings Q1 Earnings Miss Estimates, Stock Up 3.5%

PPL to Pay Quarterly Stock Dividend Jul. 1, 2025 — Neutral

PPL   PRNewsWire — May 16, 2025

ALLENTOWN, Pa. , May 16, 2025 /PRNewswire/ -- PPL Corporation (NYSE: PPL) declared a quarterly common stock dividend on Friday, May 16, 2025, of $0.2725 per share, payable Jul. 1, 2025 to shareowners of record as of Jun.10, 2025.

image for news PPL to Pay Quarterly Stock Dividend Jul. 1, 2025

Red Cat: Patience Warranted — Positive

RCAT   Seeking Alpha — May 16, 2025

Red Cat Holdings, Inc. reported minimal Q1 sales, but the company reiterated $80 to $120 million revenue guidance for 2025 pointing to explosive growth ahead. The drone company is rapidly scaling production, with Edge-130 and Black Widow drones driving potential quarterly revenues of $50M by year-end. RCAT stock has a $600 million market cap and a conservative target for 2026 revenues of $150 million with a likely Russell 2000 inclusion providing a major catalyst.

image for news Red Cat: Patience Warranted

NEW YORK, NY / ACCESS Newswire / May 16, 2025 / If you suffered a loss on your NET Power, Inc. (NYSE:NPWR) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/net-power-inc-lawsuit-submission-form?prid=148941&wire=1&utm_campaign=11 or contact Joseph E. Levi, Esq.

image for news Investors in NET Power, Inc. (NPWR): Protect Your Rights - Contact Levi & Korsinsky Before June 17, 2025

NEW YORK CITY, NY / ACCESS Newswire / May 16, 2025 / WHY: New York, N.Y., May 16, 2025.

image for news ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Open Lending Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action - LPRO

Peoples Bancorp Announces Cash Dividend — Neutral

PEBK   Accesswire — May 16, 2025

NEWTON, NC / ACCESS Newswire / May 16, 2025 / The Board of Directors of Peoples Bancorp of North Carolina, Inc., Newton, NC (Nasdaq:PEBK) declared the Company's regular cash dividend for the second quarter of 2025 in the amount of $0.20 per share. The second quarter cash dividend will be paid on June 13, 2025 to shareholders of record on June 3, 2025.

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NEW YORK, NY / ACCESS Newswire / May 16, 2025 / If you suffered a loss on your Sana Biotechnology, Inc. (NASDAQ:SANA) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/sana-biotechnology-inc-lawsuit-submission-form?prid=148942&wire=1&utm_campaign=6 or contact Joseph E. Levi, Esq.

image for news May 20, 2025 Deadline: Join Class Action Lawsuit Against Sana Biotechnology, Inc. (SANA) - Contact Levi & Korsinsky

Pampa Energia S.A. (PAM) Q1 2025 Earnings Call Transcript — Neutral

PAM   Seeking Alpha — May 16, 2025

Pampa Energia S.A. (NYSE:PAM ) Q1 2025 Results Conference Call May 13, 2025 10:00 AM ET Company Participants Raquel Cardasz - Investor Relations Lida Wang - Investor Relations & Sustainability Officer Gustavo Mariani - Executive Vice President & Chief Executive Officer Horacio Turri - EVP & Executive Director of Exploration & Production Raquel Cardasz Good morning, everyone, and thank you for waiting.

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Salesforce plans to acquire Convergence.ai to accelerate the development of its next-generation AI agents. The company signed a definitive agreement for the acquisition and expects Convergence's team and technology to play a “central role” in advancing its AI agent platform, Agentforce, according to a Thursday (May 15) press release.

image for news Salesforce to Acquire Convergence to Accelerate Development of AI Agents

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Bridge Investment Group Holdings Inc. (“Bridge” or the “Company”) (NYSE: BRDG) to Apollo Global Management, Inc. (NYSE: APO). Under the terms of the proposed transaction, Bridge shareholders and Bridge OpCo unitholders will receive, at closing, 0.07081 shares of Apollo stock for each share of Bridge.

image for news BRIDGE INVESTMENT INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Bridge Investment Group Holdings Inc. - BRDG

CVV Stock Declines Post-Q1 Earnings Despite Return to Profitability — Negative

CVV   Zacks Investment Research — May 16, 2025

CVD Equipment posts strong first-quarter 2025 revenue growth and returns to profit, but order slowdown and tariff concerns weigh on stock.

image for news CVV Stock Declines Post-Q1 Earnings Despite Return to Profitability

Trex Company Announces May 2025 Investor Conference Schedule — Neutral

TREX   Business Wire — May 16, 2025

WINCHESTER, Va.--(BUSINESS WIRE)--Trex Company, Inc. (NYSE:TREX), the world's largest manufacturer of wood-alternative decking and railing and a leader in high-performance, low-maintenance outdoor living products, today announced its participation in the following investor conference: JP Morgan 2025 Homebuilding & Building Products Conference Location: New York, NY Date: Wednesday, May 21st Fireside Chat: 8:15 AM EDT Trex Management: Adam Zambanini – Executive Vice President and Chief Opera.

image for news Trex Company Announces May 2025 Investor Conference Schedule

ARKR Stock Up Despite Q2 Earnings Decline, Legal Costs Dampen Results — Negative

ARKR   Zacks Investment Research — May 16, 2025

Ark Restaurants reports a wider second-quarter fiscal 2025 loss due to impairments and legal costs, but core operations improve.

image for news ARKR Stock Up Despite Q2 Earnings Decline, Legal Costs Dampen Results

Can SIMO's Cutting-Edge Solutions Solicit Customer Interests? — Neutral

SIMO   Zacks Investment Research — May 16, 2025

Silicon Motion is set to showcase next-generation solutions at Computex 2025.

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